Purchases and Sales Made in Q3 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q3 2023. The information is specifically focused on institutions that hold shares of Broadcom Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-120- 5.11% |
$97K - $111K
|
2.23K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-120- 1.57% |
$97K - $111K
|
7.51K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-121- 2.64% |
$97.8K - $112K
|
4.47K
$714K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-121- 26.95% |
$97.8K - $112K
|
328
$52.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-121- 3.28% |
$97.8K - $112K
|
3.57K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-121- 66.85% |
$97.8K - $112K
|
60
$9.58K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-122- 3.09% |
$98.6K - $113K
|
3.83K
$611K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-122- 13.08% |
$98.6K - $113K
|
811
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-122- 3.29% |
$98.6K - $113K
|
3.58K
$572K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-122- 1.7% |
$98.6K - $113K
|
7.07K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-123- 0.13% |
$99.4K - $114K
|
92.4K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-123- 17.7% |
$99.4K - $114K
|
572
$91.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-124- 4.0% |
$100K - $114K
|
2.98K
$475K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-124- 3.39% |
$100K - $114K
|
3.54K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-124- 0.94% |
$100K - $114K
|
13K
$2.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-125- 29.21% |
$101K - $115K
|
303
$48.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-125- 2.05% |
$101K - $115K
|
5.96K
$951K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-126- 5.46% |
$102K - $116K
|
2.18K
$348K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-126- 9.63% |
$102K - $116K
|
1.18K
$189K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-127- 11.48% |
$103K - $117K
|
979
$156K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-128- 0.38% |
$103K - $118K
|
33.4K
$5.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-128- 2.04% |
$103K - $118K
|
6.16K
$983K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-128- 2.18% |
$103K - $118K
|
5.74K
$917K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-129- 9.49% |
$104K - $119K
|
1.23K
$197K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-130- 8.03% |
$105K - $120K
|
1.49K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-135- 7.71% |
$109K - $125K
|
1.62K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-135- 28.72% |
$109K - $125K
|
335
$53.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-137- 16.83% |
$111K - $126K
|
677
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-138- 2.2% |
$112K - $127K
|
6.13K
$978K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-138- 5.29% |
$112K - $127K
|
2.47K
$395K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-138- 6.9% |
$112K - $127K
|
1.86K
$297K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-138- 2.2% |
$112K - $127K
|
6.13K
$978K
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-139- 1.52% |
$112K - $128K
|
8.99K
$1.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-140- 3.94% |
$113K - $129K
|
3.42K
$545K
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-141- 0.68% |
$114K - $130K
|
20.6K
$3.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-141- 3.18% |
$114K - $130K
|
4.3K
$686K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-141- 2.4% |
$114K - $130K
|
5.73K
$914K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-141- 6.4% |
$114K - $130K
|
2.06K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-145- 27.78% |
$117K - $134K
|
377
$60.2K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-148- 9.92% |
$120K - $137K
|
1.34K
$215K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-148- 4.82% |
$120K - $137K
|
2.92K
$466K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-149- 1.18% |
$120K - $138K
|
12.4K
$1.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-150- 4.22% |
$121K - $138K
|
3.4K
$543K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-150- 1.21% |
$121K - $138K
|
12.3K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 0.46% |
$121K - $138K
|
32.5K
$5.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-151- 1.07% |
$122K - $139K
|
13.9K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-151- 3.14% |
$122K - $139K
|
4.65K
$743K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-153- 9.59% |
$124K - $141K
|
1.44K
$230K
|
|
|
Oct 10, 2023
Q3 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-156- 5.05% |
$126K - $144K
|
2.93K
$468K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-156- 7.02% |
$126K - $144K
|
2.07K
$330K
|